AGF Investments LLC’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.58M | Buy |
1,214
+332
| +38% | +$433K | 0.15% | 80 |
|
|
2022
Q2 | $1.1M | Buy |
882
+25
| +3% | +$31.2K | 0.1% | 33 |
|
|
2022
Q1 | $974K | Sell |
857
-1
| -0.1% | -$1.14K | 0.08% | 69 |
|
|
2021
Q4 | $870K | Buy |
858
+310
| +57% | +$314K | 0.07% | 100 |
|
|
2021
Q3 | $586K | Sell |
548
-132
| -19% | -$141K | 0.06% | 174 |
|
|
2021
Q2 | $781K | Buy |
680
+146
| +27% | +$168K | 0.08% | 54 |
|
|
2021
Q1 | $595K | Sell |
534
-191
| -26% | -$213K | 0.07% | 198 |
|
|
2020
Q4 | $725K | Sell |
725
-809
| -53% | -$809K | 0.09% | 217 |
|
|
2020
Q3 | $1.2M | Buy |
1,534
+279
| +22% | +$217K | 0.13% | 202 |
|
|
2020
Q2 | $1.11M | Buy |
1,255
+501
| +66% | +$445K | 0.11% | 241 |
|
|
2020
Q1 | $686K | Sell |
754
-36
| -5% | -$32.8K | 0.09% | 189 |
|
|
2019
Q4 | $881K | Buy |
790
+364
| +85% | +$406K | 0.16% | 211 |
|
|
2019
Q3 | $460K | Buy |
426
+126
| +42% | +$136K | 0.11% | 273 |
|
|
2019
Q2 | $306K | Buy |
300
+65
| +28% | +$66.3K | 0.06% | 308 |
|
|
2019
Q1 | $217K | Buy |
235
+85
| +57% | +$78.5K | 0.05% | 300 |
|
|
2018
Q4 | $129K | Buy |
+150
| New | +$129K | 0.02% | 373 |
|
|
2017
Q4 | – | Sell |
-50
| Closed | -$43K | – | 827 |
|
|
2017
Q3 | $43K | Hold |
50
| – | – | 0.01% | 313 |
|
|
2017
Q2 | $44K | Buy |
50
+10
| +25% | +$8.8K | 0.01% | 346 |
|
|
2017
Q1 | $36K | Buy |
+40
| New | +$36K | 0.01% | 310 |
|